VVS ARTHMANTRA provide the following services in Investments/Financial planning field:
- ESTATE PLANNING & WEALTH CREATION IDEAS
- INSURANCES (LIFE & NON LIFE)- WE ARE AUTHORISED AGENTS FOR LIC ,HDFC STANDARD LIFE INSURANCE
- PORTFOLIO RESTRUCTURING & MANAGEMENT-CUSTOMISED FINANCIAL PLANNING
- INVESTMENT IN MUTUAL FUNDS
- INVESTMENT IN TAX SAVING SCHEMES
- SHORT TERM & LONG TERM FINANCIAL ADVICE &PLANNING
- HEALTH INSURANCES & MEDICLAIMS
- FINANCIAL PLANNING FOR RETIERMENT
- OVERSEAS TRAVEL INSURANCE
|Mr. Vivek Shah (IFA)||
The proprietor, Vivek Shah, has over 8 years of experience in the field, including the last 6 years as an INDEPENDENT FINANCIAL ADVISOR (IFA) providing services related to aforementioned activities. He currently manages over Rs. 100 crores and has loyal customer base of 700+ clients. Known in his clientele as the ‘go-to’ person for simplifying the esoteric world of financial investments, he provides sound and pragmatic investment advice and prompt, customer-centric issue resolution-if any.
Prior to this, he was associated with BMS FINANCIALS – a Mumbai based firm dealing in Wealth management – for over 2 years under the mentorship of the proprietor, Mr. Bahubali Shah, who is an expert in the field with over 25 years of experience.
Mr. Vivek Shah, a mechanical engineer, started his professional life in the automobile sector, with a 4-year stint at Bajaj Auto Ltd. (1981-85) followed by 21-year association with Tata Motors Ltd. (1986- 2007).
After a long and successful association of 25 years with automobile sector, he resigned from the lucrative managerial position at Tata Motors Ltd. to take a leap into an entrepreneurial venture in the investment consultancy domain.